Victory Capital Management Inc. Acquires 32,404 Shares of Post Holdings, Inc. $POST

Victory Capital Management Inc. boosted its holdings in shares of Post Holdings, Inc. (NYSE:POST) by 11.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 310,946 shares of the company’s stock after acquiring an additional 32,404 shares during the quarter. Victory Capital Management Inc.’s holdings in Post were worth $33,420,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in POST. Northwestern Mutual Wealth Management Co. raised its stake in shares of Post by 119.5% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock valued at $27,000 after acquiring an additional 135 shares during the last quarter. Millstone Evans Group LLC increased its holdings in Post by 50.0% in the third quarter. Millstone Evans Group LLC now owns 375 shares of the company’s stock valued at $40,000 after purchasing an additional 125 shares during the period. Nomura Asset Management Co. Ltd. raised its position in Post by 39.0% during the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 570 shares of the company’s stock worth $62,000 after purchasing an additional 160 shares during the last quarter. Headlands Technologies LLC acquired a new position in Post during the 2nd quarter worth about $64,000. Finally, Elevation Point Wealth Partners LLC bought a new stake in shares of Post in the 2nd quarter valued at about $68,000. 94.85% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Post news, Director Gregory L. Curl sold 6,983 shares of Post stock in a transaction on Monday, February 9th. The shares were sold at an average price of $114.31, for a total value of $798,226.73. Following the completion of the sale, the director directly owned 21,293 shares of the company’s stock, valued at approximately $2,434,002.83. The trade was a 24.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 14.05% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on POST. Evercore lowered their price objective on Post from $131.00 to $129.00 and set an “outperform” rating for the company in a research report on Monday, November 24th. Barclays reissued an “overweight” rating and set a $127.00 target price on shares of Post in a research report on Monday, February 9th. Mizuho dropped their price target on shares of Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a research report on Monday, December 1st. Wells Fargo & Company upped their price objective on shares of Post from $108.00 to $120.00 and gave the company an “equal weight” rating in a research note on Monday, February 9th. Finally, Wall Street Zen raised shares of Post from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Five investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $129.67.

Trending Headlines about Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Analysts set a consensus rating of “Moderate Buy” for Post, which supports investor confidence and likely underpins upward stock momentum. Post Holdings, Inc. (NYSE:POST) Given Consensus Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Recent results (Feb 5 earnings): Post beat EPS estimates ($2.13 vs. $1.66 est.) and delivered ~10% revenue growth year-over-year — evidence of improving margins and top-line momentum that investors reward. (Company release / earnings data)
• Neutral Sentiment: Valuation and balance-sheet context is mixed: market cap ~$5.05B, P/E ~19.5, and leverage remains elevated (debt-to-equity ~2.15). Technicals show the stock near its 50- and 200-day averages (~$103 and $104), so upside may be measured absent further fundamental catalysts.
• Negative Sentiment: Geopolitical escalation in the Middle East is driving commodity and energy price volatility, which can push input and freight costs higher for food manufacturers and squeeze margins if Post cannot pass costs through. Investors should watch commodity-cost headlines for margin risk. Iran war spreading economic damage far beyond oil and gas markets – The Washington Post

Post Price Performance

Shares of POST opened at $105.54 on Monday. The firm has a market cap of $5.05 billion, a PE ratio of 19.51 and a beta of 0.43. Post Holdings, Inc. has a 52-week low of $95.07 and a 52-week high of $119.85. The business’s 50 day moving average price is $103.07 and its two-hundred day moving average price is $104.28. The company has a debt-to-equity ratio of 2.15, a quick ratio of 1.02 and a current ratio of 1.90.

Post (NYSE:POST) last released its quarterly earnings data on Thursday, February 5th. The company reported $2.13 earnings per share for the quarter, beating the consensus estimate of $1.66 by $0.47. Post had a net margin of 3.82% and a return on equity of 12.37%. The company had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.18 billion. During the same quarter in the previous year, the business posted $1.73 EPS. Post’s revenue for the quarter was up 10.2% compared to the same quarter last year. On average, equities analysts anticipate that Post Holdings, Inc. will post 6.41 EPS for the current year.

Post Profile

Post Holdings, Inc is a consumer packaged goods company that operates as a holding company for a diverse portfolio of food and beverage brands. The company’s principal activities include the production, marketing and distribution of ready-to-eat cereal, refrigerated and frozen foods, and nutritional beverages. Through its operating segments—Post Consumer Brands, Foodservice, Refrigerated Side Dishes & Bakery, and Active Nutrition—Post Holdings delivers a broad array of products to retail grocers, convenience stores, foodservice operators and e-commerce channels.

The Post Consumer Brands segment features a variety of hot and cold cereals under names such as Honey Bunches of Oats, Shredded Wheat and Pebbles.